Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,498 | $73,863+94.3% | $143,797-0.2% | $68,490+109.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.40% | 0.91%-10.3pp | -0.04%-9.4pp | -7.85%-1.5pp |
| Employer contribution / active EE | $6,690 | $3,185+110.1% | $4,952+35.1% | $2,597+157.6% |
| Participant deferral / active EE | $3,708 | $3,385+9.5% | $5,638-34.2% | $4,028-8.0% |
| Admin fee / account holder | $12,398 | $5,756+115.4% | $14,679-15.5% | $5,403+129.5% |